If you have applicants that you have awarded in your application form, and those awards are renewable and you populated the Renewal fields in the Manage Awards or Batch Awards when awarding, you can use the Manage Renewal Applicants to track those renewals.
The Manage Renewals allows you to release sections within the same original application form to the renewable recipients, to have them update those sections each year of the renewal.
To Access the Manage Renewal Applicants
- Step 1: From the Home page > Select the Application Form Name that was used to apply to all the funding sources that you want to track the renewals on.
- Step 2: This will direct you to the Manage Applications tab.
- Step 3: Select the Manage Renewal Applicants option.
- Step 4: This will open the Manage Renewal Applicants report.
- Allows you to search for an applicant in the Manage Renewal Applicants report.
- Allows you to export this report to Excel and open it on your local computer.
The top section shows the current renewal data for all applicants that were awarded renewal awards in the application form. (You can use the scroll bar at the bottom of the page to move the page left to right and view the additional columns)
Applicant – Applicant that was awarded the Renewable Award. Clicking on the Applicants name will allow you to view the applicant’s dashboard for this application form.
Email – The email address of the awarded applicant.
Awarded Fund – The funding source that was awarded to the applicant is renewable.
Initial Award/Final Award – The amount of the award awarded to the applicant from that funding source.
Renewal – is the award still renewable. If the award is no longer renewable you can click on the Yes, to change the renewal to No to close it out.
Renewal Start Date - The Start Date for the current renewal term.
Renewal End Date - The end date for the current renewal term.
# Of Years Renewable - How many years is the award renewable for.
Next Renewal Date - The next date that the next renewal term will start on.
Comments – Any comments that have been entered regarding the award and its renewal.
Released – Does this applicant have a current section released back to them to complete. (If an applicant has a released section they will appear in the bottom section of this report). You would Release a section back to the applicant the same way as you do in the Applicant Status report.
Click on the No, in the Released column for that applicant in the top section of the Mange Renewal report, and select the section to be completed and the date for completion, enter the email comment, and then click a send option to send the notification email to the applicant to notify them they have a section to complete.
View Application – Clicking on the View Application will allow you to view the applicant’s application in the application grid format.
The bottom section of the Manage Renewal report shows if a section within this application form has been released back to the applicant to update. Once the applicant completes the section they will move back up to the top of the screen.